Capture legal chat leads with full transcript and UTM
Capture legal chat leads with full transcript and UTM
Intake coordinators lose chat leads when transcripts and UTM aren't captured, risking missed retainers. Route chat, transcript and UTM to your lead intake system so reps prioritize follow-up.
Overview
Law firms risk losing retainers when chat leads arrive without transcripts and attribution. This workflow ensures every chat, transcript and UTM lands in the intake system so reps prioritize high-value prospects and eliminate missed follow-ups.
Notable Features
- Capture chat transcripts and UTM
- Create intake record with transcript
- Notify reps with full lead details